Skip to main content

Collaborate

Manage System Fields

You can view and manage system field details.

Before you Start 

Ensure that you have the View and Update permissions to the Settings module to manage system fields.

Steps 

To manage system fields, follow these steps:

  1. Sign in to the Analyst Portal.

  2. Go to Administration > Settings > Field Management.

  3. Select any of the system field types and use the following information:

    • Select Open Filters to search fields based on the text.

    • Hover over a field of your choice, click the vertical ellipsis, and select Edit. You can update the required details like field name, description, and usage preferences. 

      Note

      The description that you enter in Field Description is displayed as an info icon for the text box field, which helps members get more context about the field.

    • For Single Select and Multi Select fields, use the Show in member portal filters to enable the field as a Member Portal filter to allow members to filter records using this field in the Member Portal.

    • Click Update to save changes.

Manage Field Values

Note

This setting is available in Collaborate v3.8.11.3 onwards.

For Single Select and Multi Select fields, you can define the values that analysts select when creating or updating records, such as alerts. You can also control whether these values appear as filter options for members in the Member Portal.

Notice

Upgrade Note 

After upgrading from versions earlier than v3.8.11.3, all existing Single Select and Multi Select field values are automatically set to visible in Member Portal filters to maintain existing filter behavior. You can update the visibility of individual values as required.

Steps 

To create new values or update existing values for Single Select and Multi Select fields, follow these steps:

  1. Go to Administration > Settings > Field Management.

  2. Depending on the field type for which you want to manage values, select Single Select or Multi Select.

  3. Click the field whose values you want to configure. This opens the list of values currently defined for the field.

  4. Use the following information to either create or update a value:

    • Click Create to add a new value and use the following information:

      • Enter the name of the field value in Name.

      • Turn on the Show in this value in Member Portal filters toggle if you want members to access and select this value in Member Portal filters. You must keep at least one value visible in Member Portal filters.

        Note

        This toggle appears only when the field is enabled as a Member Portal filter.

    • Hover over a value, click the vertical ellipsis, and click Edit to update the existing value details.

  5. Click Create or Update to save your changes.